NRW
Nova R Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
21,312
-293
| -1% | -$159K | 5.38% | 5 |
|
|
2025
Q1 | $10.7M | Sell |
21,605
-548
| -2% | -$271K | 5.3% | 5 |
|
|
2024
Q4 | $11.6M | Sell |
22,153
-285
| -1% | -$149K | 5.83% | 4 |
|
|
2024
Q3 | $11M | Sell |
22,438
-428
| -2% | -$210K | 5.43% | 5 |
|
|
2024
Q2 | $10.2M | Sell |
22,866
-163
| -0.7% | -$72.5K | 5.24% | 5 |
|
|
2024
Q1 | $9.19M | Sell |
23,029
-927
| -4% | -$370K | 4.8% | 6 |
|
|
2023
Q4 | $8.08M | Sell |
23,956
-1,300
| -5% | -$439K | 5.09% | 6 |
|
|
2023
Q3 | $7.38M | Sell |
25,256
-175
| -0.7% | -$51.2K | 5.1% | 6 |
|
|
2023
Q2 | $8.7M | Sell |
25,431
-223
| -0.9% | -$76.3K | 5.83% | 4 |
|
|
2023
Q1 | $6.55M | Buy |
25,654
+1,039
| +4% | +$265K | 4.43% | 6 |
|
|
2022
Q4 | $6.53M | Sell |
24,615
-896
| -4% | -$238K | 4.78% | 5 |
|
|
2022
Q3 | $4.78M | Buy |
25,511
+16
| +0.1% | +$3K | 3.9% | 5 |
|
|
2022
Q2 | $5.12M | Buy |
25,495
+1,449
| +6% | +$291K | 4.21% | 5 |
|
|
2022
Q1 | $7.25M | Sell |
24,046
-10,425
| -30% | -$3.14M | 6.2% | 4 |
|
|
2021
Q4 | $12.4M | Buy |
+34,471
| New | +$12.4M | 10.02% | 2 |
|